COCONUT SOFTWARE PRICING
The Right Plan for Any Financial Institution
Request pricingWe’ve made it easy for banks and credit unions of all sizes to build the right mix of features and support to deliver the results you’re after.
Packages Built to Grow With Your Business
Every package gives your institution the tools and best practices it needs to delight clients, drive staff efficiency, and increase revenue.
Coconut Essentials
Coconut Plus
Most Popular
Coconut
Premium
Get up and running quickly with core features.
Deliver a seamless experience across channels.
Level up your experience with
customizations.
Includes:
- Coconut Appointment Scheduling
- Calendar integration
- SSO for staff and clients
- Email and SMS notifications
- Standard branding
- Multi-language support
- Outcome collection
- Hybrid work support
- TV and kiosk scheduling app
- Coconut Core Analytics
- Scheduling support for contact center agents
- Industry-leading security and compliance
- And more
Includes:
- Everything in Essentials
- Book meetings direct from Google search
- Fast routing to self-serve alternatives / options
- View all of a client’s related engagements
- Booking shortcuts
- Coconut Queue for in-person, phone or video appointments
- Coconut Advanced Analytics
- And more
Includes:
- Everything in Plus
- Advanced user permissions
- Branded booking experience for multiple lines of business
- Vanity URLs
- API and Webhooks access
- Active Directory integration
- Video banking support
- And more
Integrations
Thanks to our custom API options and pre-built integrations—which includes Outlook, Google, Salesforce, chatbots, online banking solutions, and more—Coconut is quick and easy to integrate with your existing tools and systems.
Video Banking
Deliver a remote experience that rivals in-branch appointments by bringing everything your staff need to deliver a virtual appointment—like identity verification, video conferencing, document sharing and e-signature—together in a single application.
Professional Services
Work with our team of experts to truly customize your solution. Whether it’s building a strategic integration, providing API support, or bringing custom requirements to life, our professional services team can make it happen.
Branch Locator
Allow clients to search for a branch or ATM based on their needs—like the services available, language they’d like to speak, or hours of operation. Once they’ve found a location, they can see current wait times, join the line, or schedule an appointment.
FAQs
Here are answers to some of the most common questions customers ask us. Don’t see yours listed? Reach out to one of our experts.
You bet. We know our way around complex integrations. From communication, workforce management, and video conferencing, to data analysis, HCM, and IDM, our experts can tailor solutions for full and seamless integration between our system and yours. Explore what’s possible.
We’re SOC II certified, so you can rest assured that your data will be handled securely. We adhere to industry-leading privacy and security standards to manage our network, secure our web and client applications. Read more about all things privacy and security at Coconut.
Every financial institution is different. So, first we’ll work with you to understand your goals. Then we’ll pull together the right mix of Coconut to get you there with your budget in mind.
You’ll be in good hands. From your first meeting to product rollout and staff training, we’ll partner with you every step of the way to help you launch with confidence. Although every financial institution is different, most are up and running in 4 – 16 weeks depending on the solutions you choose and your institution’s change management style.
Absolutely. We’d love to give you a glimpse of Coconut. Book some time with one of our experts to see Coconut in action.